BFM 89.9

HIGHLIGHTS 
Podcast  >  Enterprise  >  Enterprise Explores  >  Trump's 25% Tariff on Malaysia: How Bad & What Now?

Trump's 25% Tariff on Malaysia: How Bad & What Now?

Firdaos Rosli, Chief Economist, AmBank Group

14-Jul-25 12:00

Trump's 25% Tariff on Malaysia: How Bad & What Now?

With the US announcing 25% tariff on Malaysian goods, businesses are bracing for a potential economic slowdown. This "tariff tangle" has already prompted a downgrade in Malaysia's 2025 GDP growth forecast, creating significant uncertainty for exporters and policymakers alike. So what is the real impact, and what is the best strategy forward?

Firdaos Rosli, Chief Economist at AmBank Group, joins us to dissect the implications of these new trade barriers. He explains which sectors are most at risk, how Malaysia's competitiveness stacks up against regional rivals like Vietnam, and what our long-term trade strategy should be in an era of increasing geopolitical tension.

We discuss:

  • The real impact of the 25% US tariff on Malaysia's economy.

  • Which sectors are most at risk (and why semiconductors were spared the worst).

  • How Malaysia's competitiveness compares to regional peers.

  • The government's policy response and ongoing negotiation strategy.

  • The long-term need to de-risk the economy from geopolitical influence.

For business leaders, exporters, and policymakers, this breaks down the challenges and strategies for navigating a volatile global trade environment.

Produced by: Roshan Kanesan, Kishan Sivaswamy

Presented by: Roshan Kanesan


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  governmentpoliticsinternationaleconomy

Tags:  international tradetariffsmalaysia economygeopoliticstrade policy





Play / Pause

Listen now : The 6AM Stretch: Thought-provoking discussions on ideas, people and events shaping our...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Adam Mohamed Rahim, Equity Research Analyst from RHB Research, discusses Perak could be the next investment destination.

7:45 AM

Morning Brief

Dr. Lau Zhe Wei of IIUM weighs in on the latest shake-up in Perikatan Nasional.

8:00 AM

The Breakfast Grille

Best of Breakfast Grille 2025 recaps curated conversations in 2025 on the state of Malaysian healthcare system.

8:30 AM

Morning Brief

Amy Wong Siew Fong, Executive Director of Research & Consultancy at Knight Frank Malaysia discusses the property sector's performance in 2025 and shares her outlook for 2026.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Laurent Lequeu, Independent Market Analyst & Writer, The Macro Butler Newsletter tells us where international markets are heading.

9:15 AM

Opening Bell

Peter Kong, Head of Research from Kenanga Investment Bank, discusses the outlook for FBMKLCI in 2026 and shares his top buy ideas.

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

(REPEAT) Terry Goh, CEO, KyoChon Malaysia

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

(REPEAT) Thomas Mathew, Group CEO, TalentCorp

1:00 PM

The Breakfast Grille Repeat

Best of Breakfast Grille 2025 recaps curated conversations in 2025 on the state of Malaysian healthcare system

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Front Row

Tune in to find out about the latest happenings in the local arts scene, and get the lowdown on the best shows and exhibitions in town.

4:05 PM

Health & Living

In this ‘Best of 2025’ replay, we dive into the age-old debate of whether generic drugs are less effective.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Popcorn Culture

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector